Clinton Gruettert, CPWA®, ChFC®, RICP®, CLU®, WMCP®, CLTC®

Growing up on a farm in a small town in Northern Indiana taught me the value of hard work, honesty, resourcefulness, and doing what you say you're going to do. Those lessons still shape how I run my practice today.

The financial industry drew me in 17 years ago because I'd seen the mistakes people make when they don't have a clear strategy, and I knew there was a better way. What keeps me motivated is helping clients succeed, continuing to learn, and building a business with purpose. One thing I've found fascinating over the years is that no matter someone's wealth or background, most people want the same things for themselves and their families. The difference is in how they go about achieving those goals.

My role is to develop long-term relationships with clients and the people they care about, understand their goals and concerns, and build strategies to address them. The focus is always on advice over products, protection before growth, and a holistic view of how all the financial pieces connect. Different situations require different solutions, which is why I've pursued the education and licensing necessary to offer flexibility in how we approach each client's planning needs.

Indianapolis is home now, and it strikes the right balance. It's not too big, not too small. Outside of work, SCUBA diving, working out, exploring cityscapes, and trying new restaurants fill my free time. Giving back to the community matters to me. Currently, I serve as Chair of the Investment Committee for Dance Kaleidoscope, a professional dance company in Indianapolis. The arts are important, and I appreciate the discipline and hard work it takes to reach that level of excellence. Previously, I served on the board of The Damien Center, a large nonprofit, where I started a fundraiser called "The Chili Party" that has raised more than $100,000 for local charities. I'm also a member of the Indianapolis Rainbow Chamber of Commerce.

My education includes coursework at Ball State University, the American College of Financial Services, and Yale University Executive Education.

Professional Designations & Licenses:

• Chartered Financial Consultant® (ChFC®) - 2024
• Chartered Life Underwriter® (CLU®) - 2024
• Wealth Management Certified Professional® (WMCP®) - 2025
• Certification for Long-Term Care® (CLTC®) - 2025
• Retirement Income Certified Professional® (RICP®) - 2025
• Certified Private Wealth Advisor® (CPWA®) - 2025
• Series 7, 6, 63, 65
• Life, Health, Property, Casualty, Long-Term Care, and Annuities licenses